RO Import History

RO Import History

This screen is the receipt book for Bills of Material coming into Requirements Orders. Every time a BOM is pulled in — automatically or by a person — one line is written here, including the attempts that failed. If someone says "I loaded that job" and the order looks wrong, this is where you settle it.

You reach it from the Requirements Orders & Material Status area (the RO screens); the same list also appears, filtered to one order, on that order's detail screen.

Nothing on this screen can be edited or deleted. It only records what happened.

Reading a row

Left to right:

• When — date and time the import ran.
• RO # — the Requirements Order it went into. Click it to open that order. A dash means no order was created (usually a failed attempt).
• Job — the job name on that order.
• Mode — Auto (the system pulled it in on its own) or Manual (a person asked for it).
• Who — the person, or the automatic job, that ran it.
• Source — where the BOM came from: FieldPulse, BuilderTrend, or a spreadsheet.
• Source order # — the FieldPulse / BuilderTrend job or order number. For a spreadsheet this is the file name.
• File used — the actual document the lines were read out of. Hover it to see what kind of document it was. This is the column that answers "which BOM did we actually load?"
• Rev — the revision number of that BOM, when the source carries one.
• Lines — how many lines were read in.
• Changed — how many existing lines that import changed (a re-import updating quantities shows a number here, a first load usually does not).
• Issues — how many issues the import raised for someone to resolve. If this is not blank, go look at RO Import Issues to Resolve.
• Outcome — a green Loaded pill means the lines went in. Any other outcome shows red, and the reason is printed in small grey text underneath.

Narrowing the list

The filter bar across the top:

• Search box — RO number, source order number, file name or job name.
• The date box — Last 24 hours / 7 / 30 / 90 days, or Any date.
• Auto and manual — limit to one mode.
• All sources — limit to one source system.
• Anyone — limit to one person.

Apply runs the filter, Clear puts the list back to everything. The line above the table tells you how many imports matched; the screen shows the newest ones first and stops at a set number of rows, so if it says "Showing first N of M", tighten the filter rather than scrolling.

Export CSV

Export CSV gives you the whole filtered list — not just the rows on screen — as a spreadsheet file named RO_Import_History_<today's date>.csv. It carries one extra column the screen does not have room for: the full Note text on each row.

Re-importing

There is no "re-import" button on this screen. To load a BOM again you go back to the RO Import Inbox, bring the job in, and Accept it — accepting a job that already made an order refreshes that same order instead of creating a second one. That refresh writes its own new row here, so the history shows both the original load and the refresh.

Common mistakes

• Assuming a blank RO # means nothing happened. It usually means the attempt failed. Read the outcome and the note.
• Judging an order by the newest row only. An order can be loaded once and refreshed several times; read the rows for that RO in order.
• Looking here for quantity edits. Hand edits to a line's quantity are not imports — they live on the order's own line history, not on this screen.

Sorting the list (2026-09-07)

Click any column heading to sort the list by that column; click it again to reverse. Blank cells always fall to the bottom. Numbers sort as numbers and dates as dates. Button and checkbox columns (Actions, Detail) don't sort. The sort works on the rows already on screen, so it never hides anything the page was showing.